+494.4%
TEAM vs YUM
+171.3%
+323.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +1.0% |
| 7D | -5.2% | -6.1% | +0.8% | -2.6% |
| 30D | +15.8% | -5.8% | +21.6% | +18.7% |
| 3M | +101.5% | -7.6% | +109.1% | +107.3% |
| 6M | +138.2% | -9.1% | +147.3% | +144.9% |
| YTD | +10.8% | -5.5% | +16.4% | +10.9% |
| 1Y | +1.7% | -3.7% | +5.4% | +0.2% |
| 3Y | -16.0% | +17.8% | -33.8% | -27.3% |
| 5Y | -52.7% | +19.3% | -72.0% | -59.4% |
| All | +494.4% | +171.3% | +323.1% | +256.8% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded YUM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling